Christopher Nelson

Helping You Build Wealth with Tech Equity and become the Founder of Your Financial Independence

In the early 2000s,  my focus was on growing my skills, climbing the ladder, and being where I needed to be to get the job done. 

In 2009, I burned out hard. 

My new plan was to work for equity in tech start-ups and become financially independent.

Swing and Miss, the first start-up company I chose to work for, was going nowhere (equity worth zero). 

What happened? Did I screw up everything?

I chose the company because I was passionate about its mission, but I had not examined it further. I had no real plan.

My next step was to call people that I knew had been successful in working for equity in tech and see what was different in their "playbook."

Key lessons learned after first dead-end tech startup:
 -In trading my time and talent for equity, I need to think like an investor
 -Create a rigorous due diligence process
 -Don't fear failure, stay in the game
 -Keep learning

May 2011, Started at Splunk Pre-IPO

April 19th, 2012 Splunk had a break-out IPO

April 20th, 2012 feelings of anxiety and fear creep in about how to manage the newly generated wealth. 

I had to figure out how to get real income (real estate) into my portfolio. I needed something sending me checks.

Key lessons learned after the first IPO:
 -How to invest in private equity real estate
 -Set up my family for generational wealth
 -Own the result (don't put my future in someone else's hands)

New Mission: Be the Founder of a Micro Family Office to become Financially Independent.

Strategy:
 -Live within paychecks
 -Bonuses for extras
 -Invest all of our equity

I climbed the ladder to become a CIO. 

At the peak, I realized I wanted to build my DIY Family Office more than climb the ladder.

I changed roles and reduced my scope. 

On August 26, 2022, I graduated from my W-2 job to live a lifestyle by design.

I founded WealthOps in 2023 to equip technology professionals with the skills to build and run their portfolios.

My Portfolio:
 -3  Start-Ups I worked for IPOed (SPLK, YEXT, GTLB) <-Traded Time
 -Replaced paycheck with $200k+ of portfolio income
 -Built my Micro Family Office
 -Running a company structured around my life

My Results:
 -Highly Diversified Portfolio - Stocks, PE Real Estate, Debt, Businesses, and VC. 
 -$223 Million AUM with investors
 -7 Investments  gone full cycle with an Avg 19.4% IRR to investors
 -1000+ tech employees being educated on Managing Tech Millions
 -20+  and growing Portfolio CEOs

My mission - 1000+ Portfolio CEOs

Learn more about how I did this, join our free live workshop  →  https://dub.sh/wealthops-linkedin

Founder

Tech Careers and Money { }, a media and education company whose mission is to elevate Tech Professionals' finance knowledge through unmatched and unbiased education in career and personal finance to equip them to make their best decisions. 


Subscribe to learn about career growth, tech equity,  portfolio income, investing, budgeting, student loans, and more.

David Choe was offered a choice in 2005:

$60,000 cash to paint Facebook's murals - or stock options instead.

Most people would take the cash.

Choe took the stock.

𝗧𝗵𝗮𝘁 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗯𝗲𝗰𝗮𝗺𝗲 𝘄𝗼𝗿𝘁𝗵 𝗼𝘃𝗲𝗿 $𝟮𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

The chances he would have gotten rich from his art sales alone?

𝘚𝘭𝘪𝘮.

It's the same with your salary.

It will likely never make you wealthy.

But your equity compensation has a chance to.

Last year, over 500,000 people became millionaires in the United States.

The majority didn't get there through salaries or side hustles.

They got there through equity compensation.

RSUs that vested.
Options that multiplied.
ESPP grants that 10x'd.

But here's the trap I see constantly:

Smart people treat equity like a bonus.

Something extra. Nice to have.

They optimize for salary and ignore the life-changing potential in their equity grants.

I've watched tech executives negotiate hard for an extra $20K in base salary.

Then leave $500K in equity on the table because they didn't understand the company's trajectory.

David Choe understood something most people miss:

Your time and talent are finite resources.

But equity in the RIGHT company?

𝗧𝗵𝗮𝘁 𝘀𝗰𝗮𝗹𝗲𝘀 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝘆𝗼𝘂.

𝗜𝘁 𝗰𝗼𝗺𝗽𝗼𝘂𝗻𝗱𝘀 𝘄𝗵𝗶𝗹𝗲 𝘆𝗼𝘂 𝘀𝗹𝗲𝗲𝗽.

𝗜𝘁 𝘁𝘂𝗿𝗻𝘀 𝟯 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝘄𝗼𝗿𝗸 𝗶𝗻𝘁𝗼 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝘄𝗲𝗮𝗹𝘁𝗵.

The difference between $1M and $10M isn't working harder.

It's recognizing when equity compensation creates asymmetric returns.

🔶

If you're sitting on $1M+ in equity compensation and struggling to figure out how to manage it, how to divest it, how to grow it -- I want to invite you to my upcoming live workshop.

I'll teach you how to architect your wealth around a Micro Family Office.


𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

wealthward-capital

tech-careers-and-money-talk

careercadre

JSESSIONID

li_at

Talks about #realestate, #technology, #techstartups, #realestateinvesting, and #financialindependence

I Run My Own Micro Family Office and Teach Others to Do the Same | Founder @ WealthOps

This post from Mitchell Baldridge, CPA, CFP® is hilarious!

Not gold. Not bonds. The Costco hot dog.

Most people with $1M-$30M don't have a wealth management problem.

𝗧𝗵𝗲𝘆 𝗵𝗮𝘃𝗲 𝗮 𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲 𝗽𝗿𝗼𝗯𝗹𝗲𝗺.

Last Wednesday, I watched 49 high-earners realize this in real-time.

Tech executives with 7-figure stock portfolios they're afraid to touch.

Entrepreneurs sitting on $3M in cash, paralyzed by what comes next.

Doctors earning $500K+ but managing wealth like they have $100K in a 401K.

The common thread?

𝘛𝘩𝘦𝘺'𝘳𝘦 𝘣𝘳𝘪𝘭𝘭𝘪𝘢𝘯𝘵 𝘢𝘵 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘸𝘦𝘢𝘭𝘵𝘩. 𝘉𝘦𝘨𝘪𝘯𝘯𝘦𝘳𝘴 𝘢𝘵 𝘮𝘢𝘯𝘢𝘨𝘪𝘯𝘨 𝘪𝘵.

So we walked through the exact framework ultra-wealthy families use to architect portfolios... but designed for $1M-$30M net worth.

Not generic asset allocation charts.

A strategic Investment Thesis that defines YOUR rules for deploying capital, targeting returns, and protecting legacy.

The same system that help me transition from tech executive to Micro Family Office CEO—now generating $200K+ in annual portfolio cashflow.

Want to join us for live, tactical guidance on managing wealth like the business?

As of typing this we have 53 people signed up for our next workshop.

𝗡𝗲𝘅𝘁 𝘄𝗼𝗿𝗸𝘀𝗵𝗼𝗽: December 17th

𝗔𝗽𝗽𝗹𝘆 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

No alternative text description for this image

"I wish I could retire."

I hear this all the time from people with $3M-$5M-$7M portfolios.

They're brilliant at building wealth.

But they feel trapped in their jobs.

Here's what they don't realize:

𝘛𝘩𝘦𝘺'𝘳𝘦 𝘢𝘭𝘳𝘦𝘢𝘥𝘺 𝘧𝘳𝘦𝘦. 𝘛𝘩𝘦𝘺 𝘫𝘶𝘴𝘵 𝘥𝘰𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘪𝘵 𝘺𝘦𝘵.

The problem isn't the size of their portfolio.

It's how it's structured.

Most high-net-worth professionals are stuck in the Traditional Drawdown Model:
→ Selling assets to generate income
→ Watching principal decline year after year
→ Paying unnecessary taxes
→ Living with constant sequence risk
→ Feeling anxious about market volatility

But there's a different approach.

One that ultra-wealthy families ($100M+) have used for decades.

It's called an Evergreen Income Model.

Instead of liquidating your portfolio, you build it to generate consistent, tax-efficient cashflow.

The difference is dramatic:

A $3M Evergreen Portfolio can generate $250K annually—with principal staying intact (or growing).

After-tax income? ~$240K.

Effective tax rate? 3-5%.

Compare that to a traditional drawdown approach:
$120K gross income → $90K after-tax → principal declining every year.

Same portfolio size. 𝗖𝗼𝗺𝗽𝗹𝗲𝘁𝗲𝗹𝘆 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗼𝘂𝘁𝗰𝗼𝗺𝗲.

How does it work?

The Evergreen Model rests on 4 pillars:

1️⃣ Asset Selection – Income-focused investments (industrial triple net leases, self-storage, debt funds, energy infrastructure)

2️⃣ Tax Optimization – Depreciation shields, depletion allowances, carried interest treatment, strategic loss harvesting

3️⃣ Risk Management – Diversification across asset classes, sponsors, and vintages. 10-15% liquidity buffer.

4️⃣ Operation Cadence – Quarterly reviews, annual rebalancing, ongoing due diligence, regular tax planning.

This isn't theory.

It's how my own portfolio works.

I've got ~50% of my portfolio in income generating assets.

The result? $200K+ annually in tax-efficient cashflow.

It's not a secret method.

And it's how TIGER21 members (ultra-wealthy families) structure their wealth:
→ 30% Private Equity
→ 25% Real Estate
→ 15% Private Credit
→ 20% Public Equities (stocks)
→ 10% Other

They're not trying to "beat the market."

They're building income engines.

If you're sitting on $1M-$30M but still feel dependent on your paycheck, you're not stuck.

You're just one strategic shift away from financial freedom.

Want to learn how to transition your portfolio from drawdown to evergreen income?

I'm hosting a free live workshop on December 17, 2025 where I'll walk through:

✓ The exact framework to build an Evergreen Portfolio
✓ How to access these same investments
✓ How to create your own investment thesis
✓ Real portfolio examples (including mine)

Link to register 👇
https://dub.sh/mN0g8tK

Micro Family Office Evergreen Portfolio Model

You built a $6M portfolio.

But you're still managing it like it's a $700K portfolio.

Here's what I mean...

Most high-net-worth professionals are running Drawdown Portfolios when they should be running Evergreen Portfolios.

I say this because many (maybe even you) feel like their portfolio isn't getting them closer to living the life they want.

Let me show you the difference:

𝗗𝗥𝗔𝗪𝗗𝗢𝗪𝗡 𝗣𝗢𝗥𝗧𝗙𝗢𝗟𝗜𝗢 (𝗪𝗲𝗮𝗹𝘁𝗵 𝗦𝘁𝗼𝗿𝗮𝗴𝗲)

This is what 99% of advisors will build for you:
→ Philosophy: Accumulate → Store → Withdraw → Deplete
→ Assets: Stocks, bonds, cash in traditional 60/40 allocation
→ Income Strategy: Sell 4% of your portfolio annually
→ Your Role: Passive account holder who delegates everything
→ Crisis Response: Storage depletes faster, no recovery mechanism
→ Tax Strategy: Limited options (capital gains from forced sales)

You're treating your wealth like a storage unit.

Pull from it until it's empty.

𝗘𝗩𝗘𝗥𝗚𝗥𝗘𝗘𝗡 𝗣𝗢𝗥𝗧𝗙𝗢𝗟𝗜𝗢 (𝗪𝗲𝗮𝗹𝘁𝗵 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀)

This is what ultra-wealthy families actually do:
→ Philosophy: Build → Operate → Generate → Reinvest → Scale
→ Assets: Private equity, real estate, active businesses + traditional investments
→ Income Strategy: Generate 6-8% cash flow WITHOUT selling ownership
→ Your Role: Active CEO making strategic decisions and building a team
→ Crisis Response: Business keeps operating, can pivot and adapt
→ Tax Strategy: Multiple optimization levers (depreciation, K-1 losses, qualified dividends)

You're treating wealth like an operating company.

It generates cash flow today.

While growing for tomorrow.

𝗧𝗵𝗲 𝗺𝗶𝗻𝗱𝘀𝗲𝘁 𝘀𝗵𝗶𝗳𝘁:
Stop asking: "How much can I safely withdraw at 65?"
Start asking: "How much cash flow does my portfolio generate TODAY?"

Stop "managing" investments once a month.
Start operating like the CEO of a wealth business.

𝗪𝗵𝘆 𝗺𝗼𝘀𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝗻𝗲𝘃𝗲𝗿 𝗺𝗮𝗸𝗲 𝘁𝗵𝗶𝘀 𝘁𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻:
They don't know it exists as an option.
They think it's only for ultra-wealthy families.

Their advisor can't teach it (they've never done it).

They're paralyzed by the knowledge gap.

They don't have a roadmap.

Here's the truth...

If you built a $6M portfolio, you ALREADY have the skills to run it like a business.

You just need the right architecture.

The right systems.

The right playbook.

This is exactly what we're teaching in our live workshop on 12/17:
→ How to architect your own Micro Family Office
→ How to transition from Drawdown to Evergreen thinking
→ How to generate cash flow TODAY (not when you're 65)
→ The frameworks ultra-wealthy families use (scaled for $1M-$30M portfolios)

Link to register:  https://dub.sh/mN0g8tK

$1M+ net worth.
$0 portfolio income.
See the problem?

Most high earners have their wealth locked in:
→ Company stock (can't sell without taxes)
→ Primary residence (doesn't pay you)
→ Retirement accounts (can't access for 20 years)
→ Growth stocks (appreciation ≠ cash flow)

You thought hitting $1M+ meant freedom.

Instead, you're still chained to your paycheck.

Because your portfolio architecture doesn't match your goals.

Want to quit your job? 𝘠𝘰𝘶 𝘯𝘦𝘦𝘥 𝘪𝘯𝘤𝘰𝘮𝘦-𝘱𝘳𝘰𝘥𝘶𝘤𝘪𝘯𝘨 𝘢𝘴𝘴𝘦𝘵𝘴.

Want to retire early? 𝘠𝘰𝘶 𝘯𝘦𝘦𝘥 𝘴𝘺𝘴𝘵𝘦𝘮𝘢𝘵𝘪𝘤 𝘤𝘢𝘴𝘩 𝘧𝘭𝘰𝘸.

Want actual freedom? 𝘠𝘰𝘶 𝘯𝘦𝘦𝘥 𝘵𝘰 𝘳𝘦𝘴𝘵𝘳𝘶𝘤𝘵𝘶𝘳𝘦 𝘺𝘰𝘶𝘳 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰.

The ultra-wealthy don't build wealth on stock portfolios.

They build it from assets that paid them... every single month.

Your portfolio needs to work for you.

Not just look good on a spreadsheet.

If you want to build a portfolio like this...

Join our free live workshop on December 17th.

Learn how the ultra-wealthy structure their portfolios as an income-focused system that generates reliable cash flow while preserving your principal.

We'll cover:
→ How to create your investment thesis
→ How to transition from appreciation to income
→ The asset classes ultra-wealthy families actually use
→ Tax-efficient strategies for concentrated stock positions
→ Building your portfolio architecture in 90 days

Learn more and register here: 
https://dub.sh/mN0g8tK

The Vanderbilts and Rockefellers each had $200B+.

96 years later, the Vanderbilts were broke.

The Rockefellers are still worth billions today.

What made the difference?

Not talent. Not luck. Not market timing.

Systems.

Vanderbilts asked → "How can we enjoy our wealth?"
Rockefellers asked → "How can we steward our wealth?"

That single question changed 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴.

Here's what the Rockefellers built that the Vanderbilts didn't:

→ 𝗔 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗲𝗱 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘁𝗵𝗲𝘀𝗶𝘀.
Not gut feelings. Not hot tips. A written philosophy that guided every decision.

→ 𝗔𝗻 𝗮𝗰𝘁𝘂𝗮𝗹 𝗳𝗮𝗺𝗶𝗹𝘆 𝗼𝗳𝗳𝗶𝗰𝗲.
Room 5600 in 1882. Five divisions. Centralized decision-making. Professional infrastructure.

→ 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝘃𝗲 𝗮𝘀𝘀𝗲𝘁𝘀 𝗼𝘃𝗲𝗿 𝘁𝗿𝗼𝗽𝗵𝘆 𝗮𝘀𝘀𝗲𝘁𝘀.
80% in businesses, dividend stocks, and income real estate. Not mansions and yachts.

→ 𝗧𝗿𝘂𝘀𝘁 𝗮𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁𝘂𝗿𝗲.
Generation-skipping structures that removed assets from estate taxes permanently.

→ 𝗦𝘁𝗲𝘄𝗮𝗿𝗱𝘀𝗵𝗶𝗽 𝘁𝗿𝗮𝗶𝗻𝗶𝗻𝗴.
Heirs weren't raised to spend. They were trained to compound.

→ 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗴𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲.
Protection from taxes, creditors, divorces, and poor individual decisions.

The lesson?

Wealth creation and wealth management are 𝘤𝘰𝘮𝘱𝘭𝘦𝘵𝘦𝘭𝘺 𝘥𝘪𝘧𝘧𝘦𝘳𝘦𝘯𝘵 𝘴𝘬𝘪𝘭𝘭 𝘴𝘦𝘵𝘴.

You can be brilliant at building a $10M+ portfolio.

And still lose everything if you don't build the systems to protect and grow it.

Most high-earners never learn this.

They hit $5M, $10M, $20M in net worth.

Then wonder why they still feel like beginners when it comes to managing it.

The Vanderbilts had the same problem.

𝗧𝗵𝗲 𝗴𝗼𝗼𝗱 𝗻𝗲𝘄𝘀?

You don't need $100M to build Rockefeller-style systems.

You need the right framework.

That's exactly what we're covering in our live workshop on December 17th.

We'll walk through how to architect your own Micro Family Office—so your wealth outlasts you.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗹𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗻𝗱 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

Build a micro family office like the Rockefellers

The ultra-wealthy don't have financial advisors - they have Family Offices.

Here's how to build one if you only have a few $M net worth.

Most people think Family Offices are only for billionaires.

They're wrong.

You just need the right-sized version.

Here's the problem...

You built a million-dollar portfolio with blood, sweat, and tears.

Now you've handed it off to an advisor that is managing, on average, 362 other clients.

Your goal:
- grow your wealth
- protect your wealth
- generate cash flow from your wealth

Their goal:
𝘒𝘦𝘦𝘱 𝘺𝘰𝘶𝘳 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰 𝘢𝘴 𝘭𝘰𝘸-𝘵𝘰𝘶𝘤𝘩 𝘢𝘴 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦 𝘴𝘰 𝘵𝘩𝘦𝘺 𝘤𝘢𝘯 𝘮𝘢𝘯𝘢𝘨𝘦 𝘢𝘴 𝘮𝘢𝘯𝘺 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘢𝘴 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦.

See the conflict?

If you want something other than cookie-cutter advice, you 𝘮𝘶𝘴𝘵 take control and step up as the 𝗖𝗘𝗢 𝗼𝗳 𝘆𝗼𝘂𝗿 𝘄𝗲𝗮𝗹𝘁𝗵.

That's where the Micro Family Office comes in.

Same institutional approach as the ultra-wealthy. 

Scaled for the $1M-$30M portfolios of busy professionals.

Here are the 7 core components:

𝟭. 𝗩𝗶𝘀𝗶𝗼𝗻 & 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆
Your Legacy Statement and Investment Thesis. The "why" behind every decision.

𝟮. 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲
Asset allocation blueprint across public equity, private equity, real estate, and preservation.

𝟯. 𝗟𝗲𝗴𝗮𝗹 & 𝗧𝗮𝘅 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻
Entity structures that shield wealth and minimizes your effective tax rate.

𝟰. 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗣𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀
Standardized workflows for investing, divesting, reporting, and decision-making.

𝟱. 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 & 𝗗𝗮𝘁𝗮
Dashboards and metrics that show what's working and where to adjust.

𝟲. 𝗧𝗲𝗮𝗺 & 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀
Fractional specialists (CPA, CTP, attorney) who execute at your direction—not the other way around.

𝟳. 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝗚𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲
Monthly reviews. Quarterly strategy. Annual planning. You remain CEO.

This isn't about making wealth management a second full-time job.

It's about building infrastructure that puts YOU back in control.

You become the CEO of your wealth—not a passenger in someone else's system.

Want to build yours?

Join my free live workshop on 𝗗𝗲𝗰 𝟭𝟳𝘁𝗵 where I'll walk through the exact blueprint.

𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

Here are 3 interesting things I noticed looking into this data:


𝟭. 𝗧𝗵𝗲 𝗧𝗼𝗽 𝟭𝟬% 𝗮𝗿𝗲 𝗛𝗼𝘂𝘀𝗲-𝗥𝗶𝗰𝗵, 𝗡𝗼𝘁 𝗖𝗮𝗽𝗶𝘁𝗮𝗹-𝗥𝗶𝗰𝗵
➤ Total net worth: $1.6M
➤ Investable net worth: $842K
➤ That means 52% is locked in their primary residence.
➤ This doesn't generate the cashflow needed to replace a paycheck.

𝟮. 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗘𝗾𝘂𝗶𝘁𝘆 𝗶𝘀 𝘁𝗵𝗲 𝗥𝗲𝗮𝗹 𝗗𝗲𝗰𝗼𝘂𝗽𝗹𝗶𝗻𝗴 𝗣𝗼𝗶𝗻𝘁
➤ Top 10%: 9% in business equity
➤ Top 1%: 41% in business equity
➤ The ultra-wealthy don't just invest differently.
➤ They own differently.

𝟯. 𝗦𝘁𝗼𝗰𝗸𝘀 𝗦𝘁𝗮𝘆 𝗙𝗹𝗮𝘁 𝗔𝗰𝗿𝗼𝘀𝘀 𝗔𝗹𝗹 𝗧𝗶𝗲𝗿𝘀 𝗮𝘁 𝟯𝟭%
➤ This surprised me.
➤ Whether you're top 10%, 5%, or 1%—stocks stay constant.
➤ The difference isn't public markets.
➤ It's private equity, real estate, and business ownership.

The pattern is clear:
➤ Top 10% = Wealth trapped in assets (mainly their house)
➤ Top 1% = Wealth working through systems

If you're in the top 10% but still trading time for money, you likely don't have an income problem.

𝘠𝘰𝘶 𝘩𝘢𝘷𝘦 𝘢 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰 𝘢𝘳𝘤𝘩𝘪𝘵𝘦𝘤𝘵𝘶𝘳𝘦 𝘱𝘳𝘰𝘣𝘭𝘦𝘮.

Want to learn how the top 1% actually structure their portfolios?

I'm hosting a live workshop on 12/17 and breaking down how to architect your own 𝗠𝗶𝗰𝗿𝗼 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲.

Learn more and register here: 
https://dub.sh/mN0g8tK

The middle class is shrinking. - you've heard it a thousand times.

But here's what the headlines won't tell you.

Americans aren't getting poorer.

They're getting richer.

Look at the data.

In 1967, only 13.1% of households earned $100,000+ 

(𝘢𝘥𝘫𝘶𝘴𝘵𝘦𝘥 𝘧𝘰𝘳 𝘪𝘯𝘧𝘭𝘢𝘵𝘪𝘰𝘯).

By 2022? That number hit 37.5%.

That's a 186% 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲.

The middle-income bracket didn't disappear downward.

It shifted upward.

Here's the uncomfortable truth the media ignores: doom and gloom pays the bills.

"Middle class shrinking" gets clicks.

"Americans are wealthier than ever" doesn't.

Now, I'm not saying everything is perfect.

Housing costs have outpaced income growth.

Healthcare is more expensive.

The wealth you've built requires different strategies than your parents needed.

But if you're reading this, there's a good chance you're part of that 37.5%.

You've climbed out of the middle class.

You've accumulated significant wealth.

And that creates a new problem.

You're brilliant at building wealth.

But managing it requires a completely different playbook.

The strategies that got you here won't optimize what you've built.

This is why you feel like a beginner 𝘥𝘦𝘴𝘱𝘪𝘵𝘦 professional mastery.

You've graduated to a new wealth tier.

But nobody gave you the operating manual.

That's the real knowledge gap.

Not how to make more money.

But how to architect, build, and run your wealth like the top 1% does.

Ready to start managing your wealth like the 1%?

Join me for my upcoming live workshop on Jan 7th.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

50% of your net worth in company stock isn't a strategy.

It's gambling.

And I see it constantly with tech executives and entrepreneurs.

They crush it building wealth.

Then they make mistake #2 from this list: keeping 50%+ in a single asset.

Here's why this is so dangerous:

Your income already depends on this company.

Your equity depends on this company.

Your career trajectory depends on this company.

That's not diversification.

That's concentration risk on steroids.

My rule of thumb is 𝘯𝘦𝘷𝘦𝘳 hold more than 10% in any single asset.

Not because I'm conservative.

Because I'm systematic.

Wealth preservation requires different rules than wealth creation.

Most people figure this out after a market correction.

Smart ones figure it out before.

If you're making more than two of these mistakes right now with your portfolio, I'd love to have you at my upcoming live workshop.

On December 17th, I'll be sharing how to architect your own Micro Family Office so you can protect and grow your wealth like the ultra-wealthy.

We've filled up our last two workshops so if you're interested, grab your spot now - we are ~75% full.

𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲:  https://dub.sh/mN0g8tK

You deal with corporate dysfunction 50 hours a week.

Don't let it infect your portfolio too - let me show you what I mean.

𝗠𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗯𝗼𝘀𝘀𝗲𝘀 𝘄𝗵𝗼 𝗱𝗼𝗻'𝘁 𝗰𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗲.
Your CPA doesn't talk to your financial advisor. Your attorney works in isolation. Your equity comp specialist has never met your estate planner.
Sound familiar? It's Lumbergh × 8.

𝗧𝗣𝗦 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗺𝗼𝗻𝗲𝘆.
Scattered account statements. Disconnected spreadsheets. No integration. No visibility.
You're making $500K+ but managing wealth like it's 1999.

𝗠𝗶𝘀𝘀𝗶𝗻𝗴 𝘁𝗵𝗲 𝗺𝗲𝗺𝗼 𝗼𝗻 𝘁𝗮𝘅 𝗱𝗲𝗮𝗱𝗹𝗶𝗻𝗲𝘀.
Proactive tax planning? Nope. You find out about opportunities after they've passed.
Costly mistakes that could've been prevented with a simple system.

𝗜𝗻𝗶𝘁𝗲𝗰𝗵-𝗹𝗲𝘃𝗲𝗹 𝗯𝘂𝗿𝗲𝗮𝘂𝗰𝗿𝗮𝗰𝘆 𝗳𝗿𝗼𝗺 "𝘄𝗲𝗮𝗹𝘁𝗵 𝗺𝗮𝗻𝗮𝗴𝗲𝗿𝘀."
"We'll get back to you next quarter."
"That's not really our focus."
"Have you talked to Bob about that?"
Meanwhile your equity concentration keeps growing and nobody has a plan.

Here's what drives me crazy:

You're brilliant at your job. You built serious wealth. You think systematically.

But your wealth management looks like a mid-2000s IT department.

🅧 No strategic plan.
🅧 No integrated operations.
🅧 No accountability.

𝘠𝘰𝘶 𝘸𝘰𝘶𝘭𝘥𝘯'𝘵 𝘵𝘰𝘭𝘦𝘳𝘢𝘵𝘦 𝘵𝘩𝘪𝘴 𝘥𝘺𝘴𝘧𝘶𝘯𝘤𝘵𝘪𝘰𝘯 𝘢𝘵 𝘸𝘰𝘳𝘬.
Why accept it for your million-dollar portfolio???

The ultra-wealthy figured this out decades ago. 

They run family offices.

☑ Strategic vision.
☑ Coordinated team.
☑ Clear accountability.
☑ Operational cadence.


But you don't need $100M and a full-time CFO to implement this.

You need the right Micro Family Office framework.

I'm hosting a free live workshop to walk through exactly how it works.

No corporate BS. Just a proven system.

As of typing this we have 26 motivated people signed up for our upcoming workshop.

𝗡𝗲𝘅𝘁 𝘄𝗼𝗿𝗸𝘀𝗵𝗼𝗽: Jan 7th

𝗔𝗽𝗽𝗹𝘆 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

The financial "dead zone" just got bigger.

It used to be $1M-$30M.

Now it's $1M-$50M.

Here's what changed:

Traditional wealth advisors are consolidating clients.

You're one of 363 relationships. 

They don't have time for your complex equity comp questions. 

They don't build custom tax strategies. 

They rebalance your 60/40 and call it a year.

Family offices? 

The barrier to entry keeps rising. 

First it was $30M minimum. 

Now most won't even talk to you under $50M.

So you're stuck in the middle.

Too complex for retail advisors. 

Too "small" for institutional solutions.

This is the Service Desert.

And it's exactly why I built my own Micro Family Office.

Because I needed: 
→ Systematic equity divestiture 
→ Tax-optimized portfolio structure
→ Private deal access 
→ Coordinated CPA/attorney/RIA team 
→ Monthly operating cadence

No wealth advisor was going to build or manage that for me. 

And no family office would take me seriously.

So I learned how Single Family Offices operate and built a lean, tech-powered version for my portfolio.

Now I run my wealth like a business. 

𝗜'𝗺 𝘁𝗵𝗲 𝗖𝗘𝗢, 𝗻𝗼𝘁 𝘁𝗵𝗲 𝗰𝗹𝗶𝗲𝗻𝘁.

If you're in the $1M-$50M range and feel like you're winging it—you probably are.

The traditional system wasn't built for you.

So build your own.

In a few days, I'm hosting a live workshop on how to architect your own Micro Family Office.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

Helen Yu

CEO @Tigon Advisory Corp. | Host of CXO Spice | Board Director |Top 50 Women in Tech | AI, Cybersecurity, FinTech, Insurance, Industry40, Growth Acceleration

As the founder and CEO of Tigon Advisory, I help tech companies of all sizes multiply their growth opportunities by leveraging AI, cybersecurity, IoT, supply chain, and customer experience. With over a decade of technology industry experience, I offer CXO-as-a-service and guidance to organizations through digital transformation, strategic planning, enterprise risk management, go-to-market optimization, and influencer marketing.

I have worked with enterprise clients such as SAP, IBM, Salesforce and Microsoft, as well as B2B SaaS, Fintech, Insuretech, and Martech startups. I also serve as an independent board director and a venture capital advisor, where I bring a unique perspective on technology thought leadership, cybersecurity risk management, go-to-market strategy, and customer experience. I am a certified cybersecurity expert from MIT Sloan School of Management, an MBA from Loyola University of Chicago, and a respected industry thought leader, a Wall Street Journal best selling author, a keynote speaker, and a host of CXO Spice podcast. I am passionate about empowering and mentoring the next generation of technology leaders, especially women and minorities.

Director Board of Directors

CEC is a security service integrator with focus markets in manufacturing, healthcare, SLED and Corporate Campus.  Customers with complicated organizations and physical plants rely on CEC as extensions of their teams in making strategic investment and management decisions related to their technology and infrastructure. I serve as Culture and Compensation Committee Chair. 

How do you ensure autonomous vehicles are safe when you can't possibly test every real-world driving scenario?

At NVIDIA GTC, I explored AI-powered autonomous vehicles and discovered NVIDIA Halos, a comprehensive safety system that's redefining how we approach this challenge.

Here's how Halos solves this challenge:
✅ Photorealistic virtual simulations generate countless driving scenarios
✅ AI-powered contingency plans activate when anomalies are detected
✅ Continuous monitoring ensures safety and reliability

Three-Pillar Validation Approach:
✅ NVIDIA DGX for AI development with advanced curation workflows that filter out undesirable behaviors before they ever reach the road
✅ Omniverse with Cosmos for photorealistic simulation, generating massive variations in our safety test data
✅ DRIVE AGX for deployment, where modular redundancy ensures safety even when AI models show uncertainty

Industry Recognition:
✅ First AI systems lab to earn ANAB and TÜV certification
✅ Internationally certified technology for end-to-end AV safety

Complete Safety Stack:
✅ A2le-decertified Drive OS and automotive-grade hardware
✅ Modular redundant architecture with third-party validation
Every layer designed to handle critical driving tasks safely

The future of autonomous vehicles is certified and validated safety systems.

#AutonomousVehicles #AI #Safety #NVIDIAGTC #AVDevelopment #Innovation 

To stay current with the latest trends in #Technology and #Innovation, Subscribe to 👉 #CXOSpiceNewsletter https://lnkd.in/gy2RJ9xg Or 👉 
#CXOSpiceYouTube here https://lnkd.in/gnMc-Vpj

What will separate AI leaders from AI laggards in 2026?

Pleased to contribute to the 2026 DATAcated Trends & Predictions Report, and the insights from 14 data and AI leaders point to a transformative year ahead.

My prediction? AI agents evolve from tools to true workplace teammates.

In 2025, we saw AI become multimodal - processing text, images, and voice simultaneously. Agentic AI systems began handling complex multi-step tasks autonomously, with reasoning models showing dramatic problem-solving improvements.

Here's what I see for 2026:
✅ AI agents as colleagues - Independently managing projects and workflows end-to-end
✅ Real-time data processing becomes critical - AI systems require continuous learning from live streams
✅ Synthetic data generation explodes - Addressing data scarcity for specialized training
✅ Federated learning scales - Training across distributed datasets without compromising privacy
✅ Data governance intensifies - Lineage tracking under regulatory pressure
Organizations treating data as dynamic fuel will be the ones that thrive.

Special thanks to Kate Strachnyi and DATAcated for assembling perspectives from Cassie Kozyrkov, Marinela Profi, Bernard Marr, Lara Sophie Bothur, Stijn (Stan) Christiaens, Christina Stathopoulos, MSc, Serena H. Huang, Ph.D., Helen Yu, Pascal BORNET, Jess Ramos ⚡️, Kristen Kehrer, Andreas Kretz, Sadie St Lawrence.

👉 Download the full report FREE: https://lnkd.in/eMevgwDH

What are you most excited about for AI in 2026?

#AITrends2026 #CIO #CTO #CEO #BoardDirectors #Data #AI

To stay current with the latest trends in #Technology and #Innovation, Subscribe to 👉 #CXOSpiceNewsletter https://lnkd.in/gy2RJ9xg Or 👉 #CXOSpiceYouTube here https://lnkd.in/gnMc-Vpj

2026 AI Trends & Predictions

How do you deploy AI infrastructure before the AI systems even arrive?

Schneider Electric's new reference designs, co-engineered with NVIDIA, provide the answer.

Industry-First Controls Framework Bridges OT and IT systems through standardized MQTT architecture, enabling seamless interoperability between power management, liquid cooling, and NVIDIA Mission Control. Real-time optimization across every layer of the stack.

NVIDIA GB300 NVL72 Reference Design Supports rack densities up to 142 kW with validated frameworks for the next-generation Blackwell Ultra architecture. Digital twin capabilities through ETAP and EcoStruxure IT Design CFD enable pre-deployment simulation.

The focus on redundancy, power quality monitoring, and validated engineering directly addresses the industry's deployment bottleneck.

I look forward to attending Schneider Electric's Innovation Summit in Las Vegas next Tuesday and Wednesday, touring their switch data center and examining these solutions firsthand.

Watch the keynote: https://lnkd.in/gxuRQGjm
#Energy #Tech #AI #Grid #Automation #DataCenter

To stay current with the latest trends in #Technology and #Innovation, Subscribe to 👉 #CXOSpiceNewsletter https://lnkd.in/gy2RJ9xg Or 👉 #CXOSpiceYouTube here https://lnkd.in/gnMc-Vpj

How prepared is your organization to bounce back when an AI-driven disruption hits?

That’s the focus of my latest CEO newsletter, following Commvault Shift Virtual, where I outlined why AI resilience is becoming a top priority for executive teams and boards.

AI is accelerating decision-making, increasing identity complexity, and tightening the margin for recovery. Resilience is a strategic imperative.

In the newsletter, I break down the shift toward Commvault Cloud Unity and Resilience Operations (ResOps), and why unifying security, identity, and recovery is essential for organizations building on AI.

👉 Read the full newsletter for the board-level perspective and what this means for the years ahead. Watch the replay here: https://lnkd.in/gN6WmZ9C

What’s the biggest AI-resilience concern on your radar right now?

#CommvaultSHIFT #CyberResilience #CISO #CIO #CTO #CEO #BoardDirectors

Stay current with the latest trends in #Technology and #Innovation, Subscribe to 👉 #CXOSpiceNewsletter https://lnkd.in/gy2RJ9xg Or 👉 #CXOSpiceYouTube here https://lnkd.in/gnMc-Vpj

A Message from Sanjay Mirchandani, CEO, Commvault “The question we’re addressing today is simple: how fast can you recover in a world where breaches a

Open article: Commvault Shift Virtual: The Dawn of AI Resilience by Helen Yu • 4 min read

Commvault Shift Virtual: The Dawn of AI Resilience

What's it like watching the Las Vegas Grand Prix qualifications from the T-Mobile Magenta tower?

Unforgettable.

Huge thanks to T-Mobile for hosting such an incredible experience—the views from the Sphere Magenta Club were unmatched, and the magenta glow fit right in with The Sphere's spectacular light show. Started the evening with my first-ever aura reading, then tried on a racing suit and helmet. My AI-generated racing persona? Nano Banana 🍌.

Finished the night watching qualifications light up The Sphere while hanging out with a creative bunch—turning online connections into real ones, surrounded by the T-Mobile team and fellow F1 fans.

Sometimes the best experiences come from saying yes to the unexpected. 🏎️

#LasVegasGP #F1 T-Mobile For Business #SphereMagenta 

To stay current with the latest trends in #Technology and #Innovation, Subscribe to 👉 #CXOSpiceNewsletter https://lnkd.in/gy2RJ9xg Or 👉 
#CXOSpiceYouTube here https://lnkd.in/gnMc-Vpj

What’s Driving AI from the Lab to the Real World?

Bridging the gap between experimental AI models and industry-scale applications became the theme of my time exploring NVIDIA’s presence at Amazon Web Services (AWS) re:Invent; from a VC Startup breakfast at Osteria di Brera to hands-on demos across the Expo floor.

NVIDIA unveiled several breakthrough technologies this week:
✅ NVIDIA DRIVE Alpamayo-R1: The world's first open, industry-scale reasoning vision-language-action model for autonomous mobility
✅ Mistral Large 3: Now 10x faster on NVIDIA infrastructure
✅ Nemotron models on Amazon Bedrock: Bringing specialized agentic AI for text, code, images, and video directly to AWS customers
✅ Cosmos Cookbook: Practical resources for scaling physical AI development

The convergence of cloud infrastructure and AI is accelerating. NVIDIA's focus on open models, optimized performance, and accessible tools is democratizing AI development, making sophisticated applications available to startups and enterprises.

My conversation with Dave Salvator, Director of Accelerated Computing Products, reinforced how NVIDIA is addressing the entire AI lifecycle, from data generation to deployment.

We're witnessing a pivotal moment where physical AI, reasoning models, and open-source approaches are creating possibilities that seemed impossible just years ago.

I am thrilled about the opportunity to interview two startups founders from the NVIDIA Inception program: Diligent Robotics and Distributional, where we'll explore how they're leveraging these technologies to solve real-world challenges.

#Startup #Inception #AWSreInvent #NVIDIAPartner

Stay current with the latest trends in #Technology and #Innovation,
Subscribe to 👉 #CXOSpiceNewsletter https://lnkd.in/gy2RJ9xg
Or 👉 #CXOSpiceYouTube here https://lnkd.in/gnMc-Vpj

Building the future of AI but struggling to access the compute power and expertise you need?

That's exactly why NVIDIA created Inception and the Inception Tour was my favorite part of Amazon Web Services (AWS) re:Invent this year.

Since my Marketo days, I've been passionate about scaling startups. As an advisor, I've had the privilege of guiding several from early stage to exit. The most thrilling part is watching founders create something that solves real pain points and finding that repeatability to scale.

In my book "Ascend Your Startup," I talk about conquering 5 disconnects to accelerate growth with principles that are relevant to startups building what's next in AI.

At the NVIDIA Inception Pavilion, I got to interview two incredible #startups leveraging the Inception program:
✅ Adam Allevato from Diligent Robotics
✅ Scott Clark, CEO of Distributional

Stay tuned for their stories to see how they're scaling their innovations.

My key takeaway: NVIDIA operates like a startup when it comes to innovation. They've built an incredible ecosystem and genuinely care about giving back to the community. That's what sets them apart.

Inception gives startups access to:
✓ State-of-the-art GPU computing
✓ Direct collaboration with NVIDIA engineering specialists
✓ Invitations to GTC conferences worldwide
✓ Connections to NVIDIA's venture arms
✓ A community of 30,000+ startups globally

The only criteria is that your company must be less than 10 years old. No equity required. No cohort limits. Just continuous support as long as you're building.

Heartfelt appreciation to the NVIDIA team for making this experience possible: Hanako Tonozuka, Daman Oberoi, Ashutosh Joshi, and Amy Kaplan.

Is your startup ready? Join 15,000+ innovators: https://nvda.ws/48xgtEh

#NVIDIAPartner #AWSReInvent #Startups #Inception #Founders

Stay current with the latest trends in #Technology and #Innovation,
Subscribe to 👉 #CXOSpiceNewsletter https://lnkd.in/gy2RJ9xg
Or 👉 #CXOSpiceYouTube here https://lnkd.in/gnMc-Vpj

The gap between data and AI success? Context.

SaaS brought agility but broke cohesion. Enterprises now have powerful data islands that don't speak the same language.

On November 18, discover how SAP Business Data Cloud unifies data across finance, supply chain, HR, and procurement—creating the semantic layer your AI models need to deliver real business value.

Register 👉: https://lnkd.in/g5VYih_7

Hear from Accenture's Terje "T" Sorlie and SAP's Justin Ham & Orla Cullen on building AI-ready data foundations, plus live demos:
✅ Intelligent applications in action
✅ Agentic AI with SAP Joule
✅ Predictive planning powered by AI-ready data

SAP and SAP S/4HANA Cloud ERP #Event #AI #Data

To stay current with the latest trends in #Technology and #Innovation, Subscribe to 👉 #CXOSpiceNewsletter https://lnkd.in/gy2RJ9xg Or 👉 
#CXOSpiceYouTube here https://lnkd.in/gnMc-Vpj

Want to know what kills most transformations?

After sitting through 82 acquisitions at Oracle, I learned it's not strategy. It's not talent. It's not even budget.

It's legacy infrastructure that no one wants to talk about.

I keep seeing the same pattern in boardrooms:
CEOs are betting big on AI. But most are burning 35% more on cloud than they should.

Here's why:
Data platforms built 20 years ago were designed to store information.
Today you need to access data instantly, wherever it lives, to drive AI outcomes.
That fundamental shift broke the old model.

I've lived this.
In a previous role scaling a SaaS company, our infrastructure costs outpaced revenue growth. We upgraded systems. Added capacity. Getting smarter about how we accessed data was the secret source.

Companies like Zetaris are solving this differently.
Intelligent systems that optimize how data gets accessed and processed.
The impact:
✅ Cloud costs drop 30-60%
✅ Performance improves
✅ Data becomes an advantage, not a drain

Is our infrastructure investment aligned with our AI strategy or working against it?

Explore more: https://bit.ly/4mGo0W4 or Follow Zetaris

#DigitalTransformation #AIStrategy #Governance #DataAnalytics

To stay current with the latest trends in #Technology and #Innovation, Subscribe to 👉 #CXOSpiceNewsletter here https://lnkd.in/gy2RJ9xg
Or 👉 #CXOSpiceYouTube here https://lnkd.in/gnMc-Vpj

What's the one thing you can't teach in business? Experience.

In the final part of my conversation with Richard Howells, VP of Solution Management at SAP, we talked about what sets SAP apart after 50 years in the industry.

That’s Earned trust through experience.

SAP offers 400+ pre-built models, so companies don't have to start from scratch. Plus, with 300 million users in the community, you have access to a wealth of shared knowledge from companies at every stage of their supply chain journey.

And here's Richard’s advice for those just starting out: Think cloud first.
When you're in the cloud, you can leverage the latest AI innovations, keep up with evolving regulations automatically, and stay current without constant manual updates. As Richard put it: "The time is now for cloud."

In times of business uncertainty, you need a foundation built on decades of experience and a platform designed for tomorrow's challenges. That's how you Pivot Fast, Run Lean, and Grow Strong.

Ready to build your future on proven experience and cutting-edge innovation? Explore how SAP helps you navigate uncertainty: https://lnkd.in/gzkffikz 

Thank you, Richard, for sharing these invaluable insights on the future of supply chain and business transformation.

#SAP #CloudFirst #SupplyChain #DigitalTransformation #Innovation
 
To stay current with the latest trends in #Technology and #Innovation, Subscribe to 👉 #CXOSpiceNewsletter here https://lnkd.in/gy2RJ9xg 
Or 👉 #CXOSpiceYouTube here https://lnkd.in/gnMc-Vpj

Can AI infrastructure be both sovereign AND scalable?

NVIDIA and Amazon Web Services (AWS) proved it can.
At #AWSreInvent, they announced a partnership that redefines enterprise AI:
✅ NVLink Fusion on Trainium - massive model training, unleashed
✅ AWS AI Factories with Blackwell GPUs - your data, your control, infinite scale
✅ Nemotron on Bedrock - serverless agentic AI, no infrastructure headaches
✅ GPU-accelerated vector search - Amazon OpenSearch + NVIDIA cuVS = 10x faster indexing at 25% of the cost
✅ Physical AI at scale - NVIDIA Cosmos world foundation models now on AWS for robotics and simulation

I will be hosting Dave Salvator, Director of Accelerated Computing at NVIDIA, to unpack what this means on CXO Spice.
We're talking:
✅ Why sovereign AI infrastructure just became enterprise-ready
✅ What 20K+ Blackwell GPUs unlock
✅ How to protect your models while scaling fast

The AI infrastructure conversation just got rewritten.

Learn more: https://lnkd.in/gTUeW_hy
What's holding back your AI deployment—compute, sovereignty, or both? 👇

#NVIDIAPartner #AWS #AI #Blackwell #Enterprise

Stay current with the latest trends in #Technology and #Innovation,
Subscribe to 👉 #CXOSpiceNewsletter https://lnkd.in/gy2RJ9xg
Or 👉 #CXOSpiceYouTube here https://lnkd.in/gnMc-Vpj

What happens when the world’s most advanced AI hardware meets the industry’s most powerful cloud platform?

This week at Amazon Web Services (AWS) re:Invent, the answer was unmistakable; and the NVIDIA presence was impossible to miss.

From packed keynotes to buzzing expo-floor demos, it’s clear we’re entering a new era where AI infrastructure is a catalyst. The conversations all pointed in the same direction:
✅ Accelerated computing is now table stakes.
NVIDIA GPUs powering AWS instances are enabling companies to build, train, and deploy models at speeds that felt impossible just a year ago.
✅ Partnership is the multiplier.
AWS × NVIDIA is empowering enterprises to scale AI workloads globally, securely, and efficiently.
✅ GenAI moved from concept to production fast.
Autonomous systems, enterprise agents, real-time LLMs, next-gen developer tools - NVIDIA’s ecosystem had a gravitational pull all week.

But what stood out most were the PEOPLE who bring that innovation to life: listening, guiding, inspiring, and elevating every moment.

The 1-minute clip captured something deeper than product demos; it showed a team showing up with energy, expertise, and genuine passion:
✅ Conversations that sparked curiosity
✅ Seamless collaboration across teams
✅ Visitors energized by every interaction
✅ A polished, human experience delivered with pride

Because in the end, hardware accelerates AI… but people accelerate possibility.
And this week at re:Invent, NVIDIA showed exactly what that looks like.

#NVIDIAPartner #AWSreInvent #Inception #AI #Robotics

Amy Kaplan Dave Salvator Scott Clark Adam Allevato Jess Ramos ⚡️Jean Kang Megan Lieu Daman Oberoi Hanako Tonozuka Viktoria Semaan Linda Haviv

What happens when intelligence becomes the most powerful fuel in energy?

We saw the answer unfold at #ADIPEC2025 where AI is transforming how energy is produced, managed, and delivered.

The AI Zone & Digitalisation Conference showcased ~10,000 products embedding intelligence into energy systems.

Key takeaways:
✅ AI reshaping leadership - driving efficiency, resilience & smarter capital allocation
✅ Industry leaders (SandboxAQ, Cisco, ENERSOL) calling for bold, coordinated AI investment
✅ Workforce shift: 92M jobs displaced, 170M created (Cisco) — reskilling is critical

Tech highlights:
🐕 Laika (MBZUAI) - AI robot dog
🖥️ G42's Project Stargate - UAE's hyperscale AI backbone
🏭 Accenture's Refinery of the Future
🌐 AREONEX, GeoCruiser, CleanConnect.ai, Senergetics

Energy delivered at scale requires AI deployed at scale. That’s pragmatism meets innovation.

#ADIPEC #Energy #AI #Sustainability

To stay current with the latest trends in #Technology and #Innovation, Subscribe to 👉 #CXOSpiceNewsletter https://lnkd.in/gy2RJ9xg Or 👉 #CXOSpiceYouTube here https://lnkd.in/gnMc-Vpj

What if you could scale your security program without expanding your team?

Most companies face a painful reality: as they grow, compliance becomes a resource black hole. 

75% of executives admit their security programs are too complex, stretched thin by thousands of controls and drowning in duplication.

Continuously hiring people doesn't scale.

Here's what's really happening:

Your InfoSec teams are burning out on manual evidence collection, juggling multiple frameworks with overlapping requirements, and struggling to give executives the visibility they need to make informed decisions. Meanwhile, 30% of employees don't even understand their role in maintaining your security posture.

I recently came across Sprinto, a platform that scales compliance through automation.  Here are some highlights of their capabilities:
✅ Pre-built framework overlaps remove duplication automatically
✅ Automated control monitoring, and evidence collection
✅ Real-time dashboards that give executives and security committees visibility
✅ Step-by-step guidance that turns compliance from a burden into a
shared responsibility

When you remove duplication, automate evidence, and give everyone visibility into risks, something remarkable happens: your security program becomes a competitive advantage.

Learn more: https://lnkd.in/g4qDmvVD

#Cybersecurity #Compliance #InfoSec #Sprinto

To stay current with the latest trends in #Technology and #Innovation, Subscribe to 👉 #CXOSpiceNewsletter here https://lnkd.in/gy2RJ9xg
Or 👉 #CXOSpiceYouTube here https://lnkd.in/gnMc-Vpj

How do you find partners you can trust in #cybersecurity, #AI, and influencer marketing? 

I created these three curated directories with Clutch to help you cut through the noise:
✅ Go-To Cybersecurity Companies – Protecting your organization requires partners with proven expertise. These companies bring tested capabilities in threat prevention, security infrastructure, and risk management. Check out top 5: Sekurno | Cybersecurity, Foresite Cybersecurity Packetlabs Ltd. Software Mind and XRAY CyberSecurity https://lnkd.in/gzE4EDjc

✅ Top Innovators in AI – As AI reshapes business operations, choosing the right innovators is critical. These companies are at the forefront, helping organizations harness AI's potential while staying secure. Check out STX Next, BlueLabel, eSparkBiz, Quytech, and Neoteric
https://lnkd.in/gK5nZ_VP

✅ Influencer Marketing Agencies – Authentic engagement drives results. These agencies master the art of building genuine connections and delivering measurable brand impact. Check out top 5 Zorka.Agency | Influencer and Performance Marketing Agency, NinjaPromo: Your All-In-One Marketing Solution, PartnerCentric, Inc.,  Our Own Brand,  Fresh Content Society
https://lnkd.in/gTh8mzy9

What makes these directories different:
✅ Every company and agency featured has been vetted for performance, credibility, and consistent results. 
✅ My recommendations are backed by trust - helping you cut through the noise and make confident, informed choices.

Check out my directories and DM me if you want to add your company to those directories.

To stay current with the latest trends in #Technology and #Innovation, Subscribe to 👉 #CXOSpiceNewsletter https://lnkd.in/gy2RJ9xg Or 👉 #CXOSpiceYouTube here https://lnkd.in/gnMc-Vpj

#AI #Cybersecurity #InfluencerMarketing #ClutchDirectory

taplio

The Battle

Christopher Nelson

Helen Yu

Followers

Posts

Engagements

Likes

Performance ScoreChristopher Nelson's LinkedIn Performance

Performance ScoreHelen Yu's LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Christopher Nelson

Helen Yu

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Christopher Nelson's LinkedIn Performance

Performance ScoreHelen Yu's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreChristopher Nelson's LinkedIn Performance